Secfi

Secfi

Financial-Services

New York, NY
United States
Website
Company Tagline

We work with startup employees to provide equity planning, stock option financing, and wealth management.

Industry Category
Financial-Services
Company Description

Secfi is a leading financial services company dedicated to empowering tech employees and founders through comprehensive equity planning, stock option financing, and wealth management solutions. Leveraging a cutting-edge digital platform, Secfi delivers personalized 1:1 financial advice, proactive investment management, and essential tools such as equity planners and tax calculators, enabling clients to optimize their equity compensation and secure a stake in the companies they contribute to. Secfi serves employees from over 90% of U.S. unicorns.

Headquartered at 25 Broadway, 10th Floor, New York, NY 11106, US, Secfi offers liquidity solutions including secondary sales and non-recourse financing. The company's commitment to innovation and client success has positioned it as a trusted partner for navigating the complexities of equity compensation. Secfi aims to provide strategic insights and tailored solutions to help individuals achieve their financial goals.

Secfi is committed to delivering exceptional value and fostering long-term financial well-being for its clients. The company's dedication to excellence and client-centric approach has solidified its reputation as a premier provider of financial services in the tech industry. We invite the Secfi management team to create a customized and exclusive company showcase and product listing on our platform to further highlight your offerings and connect with a broader audience.

Secfi est une société de services financiers de premier plan qui se consacre à l'autonomisation des employés et des fondateurs de sociétés technologiques grâce à des solutions complètes de planification des actions, de financement des options d'achat d'actions et de gestion de patrimoine. Grâce à une plateforme numérique de pointe, Secfi offre des conseils financiers personnalisés, une gestion proactive des investissements et des outils essentiels tels que des planificateurs d'actions et des calculateurs d'impôts, permettant ainsi aux clients d'optimiser leur rémunération en actions et de s'assurer une participation dans les entreprises auxquelles ils contribuent. Secfi dessert les employés de plus de 90 % des licornes américaines.

Le siège social de Secfi est situé au 25 Broadway, 10th Floor, New York, NY 11106, US. L'entreprise offre des solutions de liquidité, notamment des ventes secondaires et du financement sans recours. L'engagement de l'entreprise envers l'innovation et la réussite de ses clients lui a permis de se positionner comme un partenaire de confiance pour gérer les complexités de la rémunération en actions. Secfi vise à fournir des informations stratégiques et des solutions sur mesure pour aider les particuliers à atteindre leurs objectifs financiers.

Secfi s'engage à offrir une valeur exceptionnelle et à favoriser le bien-être financier à long terme de ses clients. Le dévouement de l'entreprise envers l'excellence et son approche axée sur le client ont consolidé sa réputation de fournisseur de services financiers de premier plan dans l'industrie technologique. Nous invitons l'équipe de direction de Secfi à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en évidence vos offres et de communiquer avec un public plus large.

Key Personnel / Employees
John Morrison CFA David Litwak Frederik Mijnhardt Ed Robinson

Compare Companies Side by Side

Compare Secfi with 3 companies in Financial-Services

4 Companies
Comparison Field
Secfi
Secfi
Main Company
Rollman Capital
Rollman Capital
View Profile
Foxon Media
Foxon Media
View Profile
Optima Asset Management, Inc.
Optima Asset Managem...
View Profile
Founded Year
2022 1995
Company Size
2-10 11-50 2-10
City
New York, NY Mamer, Luxembourg London, Greater London Dallas, Texas
Country
United States Luxembourg United Kingdom United States
Skills & Keywords Comparing with main company
14 Total Skills
Equity Planning Stock Option Financing Wealth Management Financial Advice Investment Management FinTech Asset Management Startups Financial Services Equity Finance Tools Information Technology Private Companies Stock Options
10 Total 10 Unique
Unique Skills:
Bitcoin DeFi Digital Currency Digital Tokens Ethereum Hedge Fund +4
1 Total 1 Unique
Unique Skills:
ESG
14 Total 14 Unique
Unique Skills:
Business Exit Consulting Customized Investment Management Estate Planning Family CFO Services Investment Advisory Legacy Planning +8
4
Total Companies
1995
Oldest Founded
3
Countries
38
Unique Skills

Similar Companies

Other organizations in the same industry

Kashier
Financial-Services

Grow Smart

Zamalek, Cairo
Egypt
JustBid - Creating Assets Liquidity
Financial-Services

Management of bankruptcy proceedings for startups and companies.

Cadence Financial Group
Financial-Services

Plan. Profit. Protect.™

Vancouver, British C...
Canada
MyPocketSkill
Financial-Services

On a mission to create a financially empowered GenZ by providing earning, saving, investing, learnin...

London, England
United Kingdom

Alternative Company Names

This company is also known as

Secfi Secfi (中文) सेकफी (Secfi) سيكفي Секфи